Is European high yield the ‘sweet spot’ of fixed income?

Quarterly macro and fixed income views of Ostrum AM

Francois Collet, PM and CIO at DNCA, reveals what it was like managing a bond portfolio through the height of the pandemic shutdowns, and how investors in fixed income should think about risk and the global macroeconomic environment in an era of unthinkable shocks.

Loomis Sayles’ bond market veteran, Lynda Schweitzer, recalls the GFC and Covid to explain why analysts today need a healthy appreciation of game theory and behavioural finance, and why her team’s internal debates are often a microcosm of broader markets.